Lei Wang - AssetMark Financial Director
Insider
Lei Wang is Director of AssetMark Financial Holdings since 2020.
Age | 48 |
Tenure | 4 years |
Phone | 925 521 2200 |
Web | https://www.assetmark.com |
AssetMark Financial Management Efficiency
The company has Return on Asset of 0.0815 % which means that on every $100 spent on assets, it made $0.0815 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1133 %, implying that it generated $0.1133 on every 100 dollars invested. AssetMark Financial's management efficiency ratios could be used to measure how well AssetMark Financial manages its routine affairs as well as how well it operates its assets and liabilities.AssetMark Financial Holdings has 119.84 M in debt with debt to equity (D/E) ratio of 0.14, which may show that the company is not taking advantage of profits from borrowing. AssetMark Financial has a current ratio of 3.28, demonstrating that it is liquid and is capable to disburse its financial commitments when the payables are due. Note however, debt could still be an excellent tool for AssetMark to invest in growth at high rates of return.
Similar Executives
Showing other executives | INSIDER Age | ||
Lorenzo Flores | Blackrock Muni Intermediate | 75 | |
CPA CPA | Brookfield Business Corp | 47 | |
Brendan Bradley | Brightsphere Investment Group | N/A | |
Ashton CFA | DWS Municipal Income | N/A | |
CPA BComm | Elysee Development Corp | 62 | |
Dolores Dudiak | Federated Investors B | 65 | |
W Kester | Blackrock Muniyield | 70 | |
Nancy Maasbach | Abrdn Emerging Markets | 47 | |
Stephen Meter | Federated Investors B | 49 | |
Stayce Harris | Munivest Fund | 62 | |
G Hough | Federated Premier Municipal | 65 | |
Christina Wiater | Brightsphere Investment Group | 42 | |
John Fisher | Federated Premier Municipal | 64 | |
Sheila Cadogan | DWS Municipal Income | 54 | |
Stayce Harris | Blackrock Muniyield | 62 | |
Scott Hogan | DWS Municipal Income | 50 | |
Robert Fairbairn | Blackrock Floating Rate | 56 | |
MBA MBA | Brookfield Business Corp | 60 | |
J Holloman | Blackrock Muniyield | 66 | |
Stephen Meter | Federated Premier Municipal | 45 | |
Joseph Bartolacci | Federated Investors B | 60 |
Management Performance
Return On Equity | 0.11 | |||
Return On Asset | 0.0815 |
AssetMark Financial Leadership Team
Elected by the shareholders, the AssetMark Financial's board of directors comprises two types of representatives: AssetMark Financial inside directors who are chosen from within the company, and outside directors, selected externally and held independent of AssetMark. The board's role is to monitor AssetMark Financial's management team and ensure that shareholders' interests are well served. AssetMark Financial's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, AssetMark Financial's outside directors are responsible for providing unbiased perspectives on the board's policies.
Yi Zhou, Director | ||
CFA CFA, Chief Officer | ||
Rohit Bhagat, Independent Director | ||
Natalie Wolfsen, Executive Vice President Chief Solutions Officer | ||
Patricia Guinn, Independent Director | ||
Carrie CPA, COO VP | ||
Ying Sun, Director | ||
Ted JD, Executive Counsel | ||
Lei Wang, Director | ||
Michael CFA, Executive Development | ||
Xiaoning Jiao, Chairman of the Board | ||
Joseph Velli, Independent Director | ||
Charles Goldman, President, Chief Executive Officer, Director | ||
Tamara Bohlig, Chief Officer | ||
Michael Kim, Executive Vice President Chief Client Officer | ||
Bryan Lin, Director | ||
Gary Zyla, Chief Financial Officer, Executive Vice President | ||
Mukesh Mehta, Executive Vice President, Chief Information Officer | ||
Carrie Hansen, Chief Operating Officer, Executive Vice President | ||
Christian CFA, Chief Officer | ||
Ted Angus, Executive Vice President General Counsel | ||
Esi MintaJacobs, Executive Vice President Project Management and Human Resources | ||
Taylor CFA, Head Relations | ||
John Hahn, Senior Reporting | ||
Jeremiah Chafkin, Executive Vice President Chief Investment Officer |
AssetMark Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is AssetMark Financial a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Return On Equity | 0.11 | |||
Return On Asset | 0.0815 | |||
Profit Margin | 0.19 % | |||
Operating Margin | 0.25 % | |||
Current Valuation | 2.46 B | |||
Shares Outstanding | 74.83 M | |||
Shares Owned By Insiders | 69.09 % | |||
Shares Owned By Institutions | 32.66 % | |||
Number Of Shares Shorted | 1.16 M | |||
Price To Earning | 494.29 X |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Other Consideration for investing in AssetMark Stock
If you are still planning to invest in AssetMark Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the AssetMark Financial's history and understand the potential risks before investing.
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
Transaction History View history of all your transactions and understand their impact on performance | |
Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |